Welcome to the ROI club.
Legendary investor Rick Rule joins us for an unmissable deep dive into gold, uranium, and the best royalty plays for 2025.
Uncle Rick also shares his expert insights on how to position your portfolio for massive upside while managing risk.
In this episode, we cover why the panic in Uranium is overdone, the best royalty companies to own, and Rick’s take on whether gold could be revalued in a debt crisis. We also discuss the future of Texas Pacific Land Corp, Viper Energy, and PrairieSky Royalties, as well as how investors can profit from water handling in the Permian Basin.
Don’t miss this exclusive conversation packed with high-conviction investment ideas and strategic insights from one of the sharpest minds in resource investing!
PS: If you haven’t already booked your spot for the RULE INVESTMENT SYMPOSIUM click here to do so now as the prices are going up as of March 31.
Enjoy the show!
Benjamin
Timestamps
01:02 - Rick Rule Joins - Market Overview
01:34 - Uranium Market Update - Japanese Restarts & Price Impact
03:33 - Why Investors Get Market Timing Wrong
08:27 - Royalty Business Models & Uranium Royalty Company
09:33 - Rick’s View on Uranium Royalty Company (UROY)
11:48 - Why There’s No Real Competition in Uranium Royalties
13:13 - Gold as Savings & Battle Bank Updates
16:09 - Currency & Gold-Savings Strategy
19:48 - US Debt, Gold Revaluation, & Potential New Gold Standard?
21:45 - Why Rick Doesn’t Believe in a Gold-Backed Dollar
22:37 - Franco-Nevada & Wheaton Precious Metals as Inflation Hedges
27:27 - Caution on Smaller Royalty Companies
29:02 - Ranking of Royalty Companies (Franco, Wheaton, Royal Gold, etc.)
32:42 - Big Copper & Gold Royalties Trend
34:16 - Gold Royalty, Empress Royalty, & Smaller Royalty Companies
37:55 - Globex Mining & Creating Your Own Royalties
40:12 - Texas Pacific Land Corp & Water Handling in the Permian Basin
43:53 - Produced Water Disposal - Costs & Challenges
45:56 - LandBridge & Water Handling as a Growth Theme
47:12 - Permian Basin Trust Royalties (PBT) & CITIO Royalties
47:48 - Viper Energy (VNOM) & Oil Royalties
47:57 - Strata Resources - A Natural Resource Investment Bank?
49:55 - PrairieSky Royalties (PSK) & Canadian Oil & Gas Royalties
51:02 - Africa Oil (AOI) & Why Rick Likes It
52:56 - What to Expect at the Rule Symposium
57:22 - How to Contact Rick Rule
P.S. Love the episode? Re-stack with your thoughts or questions—I’d love to hear them!
⚠️ Disclaimer: This is not financial advice. I document my investment journey for informational purposes only. Do your own research and consult a professional before making investment decisions.
